Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Andy is a designated Certified Financial Planner™ professional and Executive Vice President/Wealth Management. He began his career in 1997 at Legg Mason and transitioned to Morgan Stanley before joining Janney in 2013.
As a Certified Financial Planner™ Professional, Andy takes a holistic approach to his client’s entire financial picture – looking at each individual’s needs. He has received extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefit programs, and retirement planning. Andy completed his Bachelor’s Degree in Political Science from Roanoke College, VA. He holds his FINRA Series 7, 66, and 31 licenses and is also Health and Life Insurance licensed. Andy resides in Wilmington with his wife Chrissy and his two sons, Connor and Ryan. In his spare time, he enjoys running, snowboarding and spending time with his family.
Dana is a Senior Registered Private Client Associate and has over 25 years of experience within the financial services industry. She joined Janney with her team in 2013. Dana works closely with her financial advisors to deepen our client relationships through scheduling client appointments, preparing portfolio reviews and assisting with overall financial planning.
By completing the Business Productivity Specialist program and earning the advanced Janney designation, Dana will assist the team with organic growth of the business, as well as being more effective with team communication. The sessions of the program had a focus on financial planning, creating and finding organic business opportunities through the Firm’s Dashboard, and implementing the use of CRM & Activity Center.
Dana completed her Associates of Applied Science in Business Management from the University of Delaware. She holds her FINRA Series 7, 9, 10, 63 and 66 licenses. Dana is Health and Life Insurance licensed. She serves on the committee for her son’s Boy Scout Troop and in her spare time enjoys camping, scrapbooking, fishing and spending time with her family. Dana and her husband, David, have three sons, Carter, Foster and Sawyer.
Connor is a recent graduate of James Madison University and joined Janney in 2024. Connor had spent the previous two summers interning at Janney where he learned valuable information about the finance industry. Now serving as a Private Client Associate, Connor has begun studying for the SIE Exam and will continue to study for the subsequent Series 7, Series 66, Life & Health Insurance, and CFP exams.
Connor grew up in Wilmington, where he attended Salesianum School. In his free time, he enjoys watching Philly sports, playing the guitar, following the stock market, and spending time with his family and friends. Connor is eager to learn and grow his knowledge of the financial industry and is excited to be working for Janney.